Russia and Belarus control nearly 40% of global potash export production, sending the global potash market into turmoil and ……………………..
Trumps Trade Wars Just Made This Sector Hot, NOW is the time to Research GRO Ahead of the Crowd
Brazil Potash Signs Memorandum of Understanding with Keytrade AG for Up to One Million Tons of Potash Off take Per Year
CHECK OUT THE INVESTOR PRESENTATION HERE
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Hello Everyone,
We started 2025 off with a BANG.
We have had the good fortune of being able to profile some huge winners last month.
The train keeps rolling into Tuesday with our brand new profile. This is another company that is new to our members.
Pull up GRO right away.
This one IPO’d at the end of November and has been trending down pretty much since. Today was the first green session in two weeks which could be a sign of a turnaround for this one
Right now GRO is sitting at a substantial discount to the recent $600Mill IPO, sitting just over 4.50 as I write his.
We often see this happen after the initial IPO, with a potential stabilization period and followed many times by a reversal. We are not saying that this is the schedule that GRO will follow in the next few weeks/months but we have definitely seen this pattern before.
GRO is developing Brazil’s largest potash project that will supply sustainable fertilizers to one of the world’s largest agricultural exporters. Brazil is critical for global food security as the country has amongst the highest amounts of fresh water, arable land, and an ideal climate for year-round crop growth but is vulnerable as it imports over 95% of its potash fertilizer despite having what is anticipated to be one of the world’s largest undeveloped potash basins in its own backyard. The potash produced will be transported primarily using low-cost river barges on an inland river system in partnership with Amaggi (www.amaggi.com.br), one of the largest farmers and logistical operators of agricultural products in Brazil. With initial planned annual potash production of 2.4 million tons per year, Brazil Potash will supply ~17% of the growing potash demand in Brazil with future plans to double output. 100% of Brazil Potash’s production will be sold domestically to reduce Brazil’s reliance on potash imports while concurrently mitigating ~1.4 million tons per year of GHG emissions.
Brazil Potash is headquartered in Canada but is set to operate in Brazil, benefiting from favorable mining policies in both countries.
Potash is already listed as a critical mineral in Canada plus Brazil, and similar designations in the U.S. could unlock government incentives and increase investor attention.
Potash is one of the three essential nutrients in fertilizers used to grow food, alongside nitrogen and phosphorus, and it plays a critical role in boosting soil fertility and crop productivity.
Without potash, modern agriculture as we know it would collapse. Mankind would starve.
And it’s simple numbers as to why:
As the global population continues to grow, projected to reach 9.7 billion by 2050, so does the demand for food.
Meanwhile, arable land is shrinking due to urbanization, climate change, and overuse.
Not many kids aspire to be farmers and cowboys anymore and many countries outsource most of their food production.
This has created an inescapable cycle: the larger the population, the greater the need for food, thus the greater need for fertilizers like potash.
Its why Brazil Potash is such a compelling investment and easy to understand: More people + more food = more fertilizer.
In 2021 alone, global potash consumption was approximately 62.9 million tons. Market analysts predict that the sector will grow from $57.74 billion in 2022 to $93.50 billion by 2032, a staggering 62% increase.
Brazil Potash Signs Memorandum of Understanding with Keytrade AG for Up to One Million Tons of Potash Offtake Per Year
- MOU Advances Brazil Potash’s Commercialization Strategy with Second Major Potential Partner
- Further Validates Brazil Potash’s Position as an Emerging Domestic Supplier for Brazilian Agriculture
MANAUS, Brazil, Jan. 16, 2025 (GLOBE NEWSWIRE) — Brazil Potash Corp. (“Brazil Potash” or the “Company”) (NYSE-American: GRO), a company developing and constructing the largest potash fertilizer project in Brazil, today announced the signing of a memorandum of understanding (“MOU”) between Potássio do Brasil Ltda., a wholly-owned subsidiary of the Company, and Keytrade AG (“Keytrade”), one of the world’s leading fertilizer trading companies, for potential offtake of up to one million tons per year of potash from the Company’s Autazes Potash Project (the “Project”).”This MOU with Keytrade represents another important step towards Brazil Potash’s development and validates our strategic position in Brazil as a potential premier domestic potash supplier,” said Adriano Espeschit, President of Potassio do Brasil. “Combined with our existing offtake agreement with AMAGGI, we have now secured potential commitments for approximately 1.5 million tons of our planned 2.4 million tons of annual potash production, providing strong foundational support for project financing.”About Keytrade AGKeytrade AG, a company founded in Switzerland in May 1997, was established by senior mineral fertilizer traders who have been working in the sector for many decades. Today, Keytrade AG is a leading fertilizer company and its employees in various offices around the world, cater to the needs of suppliers, distributors, retailers and end-users in more than 115 countries and across all fertilizer products, acting as a one stop shop on a worldwide basis. Besides the trading and marketing of conventional fertilizer products, it is engaged in impact investing and, through its subsidiary WeGrow, in the distribution of innovative and sustainable fertilizers and additives for technical agriculture applications.
The Autazes Project
Brazil Potash’s Autazes project may become a game-changer for both Brazil and the global potash market.
Located in Brazil’s Amazonas state, Brazil Potash’s project is expected to produce up to 2.4 million tons of potassium chloride (potash) annually.
That could translate to some SUBSTANTIAL revenues for the company.
This company IPO’d at a valuation of ~$87600 million so you can see the massive upside potential here.
What’s amazing is this site could produce potash for at least the next 23 years!
Brazil is one of the world’s largest agricultural producers.
In recent years, Brazil imported approximately 98% of all potash used in Brazil, which is crazy to think when what could be the find-of-the-century is sitting right in their backyard.
In fact, Brazil paid over $17.5 Billion dollars to just one country on potash imports.
Imagine just a fraction of that budget going to a homegrown operation like GRO.
But that’s again why Brazil Potash could be in the right place, at the right time for investors.
Imagine how appealing a company like Brazil Potash is… operating entirely in the country it serves.
A company that can domestically fulfill Brazil’s fertilizer needs means it could be virtually impossible for other foreign countries to compete.
That’s because Brazil Potash (GRO) could undercut the companies importing because the transportation cost alone for imported material is higher than Brazil Potash’s projected cost to extract, process and deliver potash to Brazilian farmers.
From an investor’s standpoint, these logistics alone makes the company a compelling value play… and if you do your homework now, you could be a part of the biggest growth of the project as it goes from raw land to a fully operational mine.
Strategic Timing and Location
Brazil Potash is headquartered in Canada but is set to operate in Brazil, benefiting from favorable mining policies in both countries.
Potash is already listed as a critical mineral in Canada plus Brazil, and similar designations in the U.S. could unlock government incentives and increase investor attention.
In fact, increased focus on potash is already happening in the US and Canada and with Trump looking to keep materials and supply chain logistics out of the hands of China and Russia, it leaves little doubt support for Brazilian potash could be a major opportunity.
Moreover, Brazil’s proximity to the U.S. and its position as one of the leading agricultural exporters make it a potential strategic player in the global potash market.
America already does over $37 billion worth of business with Brazil per year.
With Brazil Potash being vertically integrated and one of the most essential factors Brazilian agriculture, continued US support could send this opportunity skyward.
And with the world in chaos and on the brink of war in Europe, having a reliable source of potash in North and South America will be a godsend.
Unfortunately, the majority of the world’s supplies comes from the two of the most polarizing countries on Earth: Russia and China.
Brazil Potash (NYSE American: GRO) Converts Its Water Extraction Installation Licenses Into Full Operational Permits at Its Autazes Potash Project Located in the Amazonas State of Brazil
- Water operations supported and approved by IPAAM, the Amazonas State Environmental Protection Institute
- Fresh water wells located at future processing plant site cover all potable water needs during construction and operations
MANAUS, Brazil, Dec. 30, 2024 (GLOBE NEWSWIRE) — Brazil Potash Corp. (“Brazil Potash” or the “Company”) (NYSE American: GRO), a company developing and constructing the largest potash fertilizer project in Brazil, the Autazes Potash Project (the “Project”), announces that its wholly owned Brazilian subsidiary, Potassio do Brasil, has received two water resource operating licenses (“Outorga de uso de recurso hídrico”) from the Amazon State Environmental Protection Institute (IPAAM) for the Project. These licenses authorize the Company to operate two deep water wells that will provide potable water for both construction and operational phases of the Project and advance the previously granted Installation Licenses for construction. These wells will supply sufficient fresh potable water for the processing plant needs. These permits mark the first phase of operations for the Project.The water resource operating permits cover the Project’s comprehensive water supply system, which is strategically divided between the processing plant area and port facilities located approximately 8 kilometers away. The deep wells, located within the plant site boundaries, are designed to meet all drinking quality (potable) water requirements during the construction phase and for future operations.”Securing these water resource operating permits represents a key advancement in our construction,” said Matt Simpson, Chief Executive Officer of Brazil Potash. “Independent testing has confirmed both water quality and quantity meet all regulatory requirements, including sustainable usage parameters. Having dedicated, high-quality water sources within our project boundaries enhances our operational planning and demonstrates our commitment to sustainable resource management.”Mr. Simpson continued, “we continue to advance the Project, with strong support from all levels of government who recognize the urgent need to establish domestic potash production for Brazilian farmers. This license represents another step forward in our mission to provide Brazilian farming communities with a secure, domestic source of potash.”
NEWS
Jan 28, 2025 6:45 am EST
Jan 16, 2025 6:45 am EST
Jan 13, 2025 6:45 am EST
Jan 8, 2025 5:45 pm EST
Brazil Potash to Present on the Emerging Growth Conference
Jan 6, 2025 6:45 am EST
Brazil Potash Further Strengthens Board of Directors with Appointment of Christian Joerg
Dec 30, 2024 7:00 am EST
Dec 17, 2024 7:00 am EST
Brazil Potash to Ring the Opening Bell® at New York Stock Exchange
Dec 17, 2024 6:30 am EST
Brazil Potash Corp. Appoints Mayo Schmidt as Executive Chairman of the Board of Directors
Dec 15, 2024 6:24 pm EST
Brazil Potash Schedules Investor Call
Nov 29, 2024 6:31 pm EST
Brazil Potash Announces Closing of Initial Public Offering
Nov 26, 2024 8:46 pm EST
Brazil Potash Announces Pricing of Initial Public Offering
Apr 9, 2024 5:01 pm EDT
Oct 3, 2022 10:00 am EDT
Jul 6, 2022 10:40 am EDT
Brazil Potash Closing Regulation A Financing and Provides Corporate and Industry Update
MANAGEMENT
Matthew Simpson
Mr. Simpson has served as our Chief Executive Officer and a director on our board of directors since October 2014. Mr. Simpson has also been the Chief Executive Officer and a member of the board of directors of Black Iron, Inc., a Toronto Stock Exchange listed iron ore exploration and development company, since October 2010. Prior to joining our Company, Mr. Simpson worked for the Iron Ore Company of Canada (which we refer to as “IOC”), a subsidiary of Rio Tinto plc and Mitsubishi Corp, from 2002 to 2010. At IOC, he held several progressive roles in Business Evaluation, Operations Planning, Continuous Improvement, and, in his last three years, as Mine General Manager. His work with IOC primarily took place at their Carol Lake iron ore deposit in Labrador. Prior to joining IOC, Mr. Simpson worked as a process engineer for Hatch Ltd., designing and debottlenecking metallurgical refineries around the world. Mr. Simpson has extensive experience in mine design, operations and project management. Mr. Simpson holds a Bachelor of Science degree in Chemical Engineering, as well as a Master of Business Administration degree, from Queen’s University in Canada.
Ryan Ptolemy
Mr. Ptolemy has served as our Chief Financial Officer since July 2011. Mr. Ptolemy is a Chartered Professional Accountant, Certified General Accountant, and CFA charter holder. Mr. Ptolemy is also the Chief Financial Officer of various Toronto Stock Exchange and Cboe Canada listed public companies in the investment, fintech, and mining industries, as part of the Forbes & Manhattan, Inc. group of companies, such as Aberdeen International Inc. (since October 2010), Belo Sun Mining Corp. (since March 2010), and DeFi Technologies Inc. (formerly knowns as Valour Inc.) (since October 2009). Mr. Ptolemy also served as the Chief Financial Officer of EV Technology Group Ltd. from November 2020 to March 2024, and Sulliden Mining Capital Inc. from June 2020 to January 2024. Mr. Ptolemy holds a Bachelor of Arts degree in Administrative and Commercial Studies from Western University in Canada.
Neil Said
Mr. Said has served as our Corporate Secretary since June 2018. Mr. Said has also been the corporate secretary of Belo Sun Mining Corp., a Toronto Stock Exchange listed mining company, since July 2020, and the chairman of Bluelake Minerals AB, a company that explores and develops mineral properties, since January 2019. Prior to that, Mr. Said served as the corporate secretary of several companies, including at Arena Minerals Inc. from July 2015 to November 2017, and Fura Gems Inc. from February 2013 to November 2017. Mr. Said is also a business executive and corporate securities lawyer who provides consulting services to various private companies and Toronto Stock Exchange, TSX Venture Exchange, Cboe Canada and Canadian Securities Exchange listed public companies in the mining, oil & gas, cannabis, gaming, and technology industries, as part of the Forbes & Manhattan, Inc. group of companies. Mr. Said previously worked as a securities lawyer at a large Toronto corporate law firm, where he worked on a variety of corporate and commercial transactions. Mr. Said holds a Bachelor of Business Administration (Honors) degree with a minor in Economics from Wilfrid Laurier University in Canada, and a Juris Doctor degree from the Faculty of Law at the University of Toronto in Canada.
Adriano Espeschit
Mr. Espeschit has served as the President of Potássio do Brasil Ltda., our wholly-owned local subsidiary in Brazil, since September 2021. Prior to joining Potássio do Brasil Ltda., Mr. Espeschit was an Executive Director at J. Mendo Consultoria Ltda. from February 2010 to September 2021, an Operations Director at Mirabela Nickel from September 2008 to January 2010, a General Manager at the Mouth Keith Nickel Operations of BHP Billiton Australia from January 2007 to September 2008, a Project Leader at Shell Canada from November 2005 to December 2006 where he worked with the Fort McKay First Nation, and a General Manager at the Sossego Project at Vale S.A. from July 2000 to March 2005. Mr. Espeschit has over 35 years of experience building and operating mines globally for international companies, including having been involved in several mutually successful consultations with indigenous communities and working as contract leader at the Petromisa Potash mine in Brazil. Mr. Espeschit is a member of the Society for Mining Metallurgy and Exploration, the Canadian Institute of Mining, Metallurgy and Petroleum, and the Australian Institute of Mining and Metallurgy. Mr. Espeschit holds a Bachelor of Science degree in Mining Engineering from the Federal University of Minas Gerais in Brazil, and a Master of Business Administration degree in Strategic Business Management from São Paulo University in Brazil.
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